Generate File Automation Step

The Generate File automation step creates a PDF document from an Amplify Present template using the candidate’s record data. When the automation runs, the system sends the selected template, candidate details, and job information (when applicable) to Amplify Present. Amplify Present then generates the file and automatically saves it to the candidate record.

Using the Generate File Step

You can use the Generate File step in Candidate, Submission, and Placement-based automations.

Place the step at the desired point in your automation workflow, and configure the settings as outlined below.

Generate File Step Settings

Select Template

Choose where the system should look for the resume data:

Select the Amplify Present template you want the system to use when generating the file. Generated files follow this naming format: FirstName_LastName_TemplateName_YYYY-MM-DD.

The dropdown lists all templates configured in your Bullhorn ATS under Amplify Present in the Amplify Admin settings.

The template determines which candidate and job fields are included in the generated document.

Make sure the template you select is built for the type of automation you're running. For example, a placement-focused template may not work properly in a candidate-only automation if it requires job or placement data.

Document Type

Choose the file format for the generated document. At this time, only PDF (.pdf) is supported.

On Failed Request

This setting determines what happens if the system can’t generate the file.

When this option is enabled, you can choose who should be notified if the file generation request to Amplify Present fails. Available notification recipients depend on the automation type. Example options include:

• Record owner

• Record owner's manager

• Job assigned user (Submission and Placement automations only)

If this option is disabled, the automation continues without notifying anyone. The candidate remains in the automation, but no file is created.
If the step hits more than 25 errors within a 15-minute period, the automation automatically pauses and shows a status of Stopped. This allows you and Automation Support to troubleshoot the issue and manually restart the automation when resolved.

FAQ

Why isn't Word document format supported?

Word documents often display inconsistently from one system to another. Depending on the user's software version, available fonts, and system settings, the document may not display correctly. PDFs maintain consistent formatting across all platforms and viewers, which makes them more reliable for client-facing or candidate-facing documents.

Where is the generated file saved?

The file is saved directly to the candidate record. You’ll find it in the Files section of the candidate’s profile along with any other document associated with that candidate.

Can I generate multiple files in the same automation using the Generate File step?

Yes. You can add more than one Generate File step to a single automation. Each step can use a different template, and each generated file is added individually to the candidate record.

What data does the Generate File step send to Amplify Present?

The system sends the candidate ID, the selected template ID, and (for Submission or Placement automations) the associated job ID. Amplify Present uses these identifiers to pull the relevant data and generate the file according to your template configuration.

Why did my Generate File step stop working?

The most common reason is that the template selected in the step settings was deleted from your Amplify Present configuration. Check Amplify Present Admin in your ATS to confirm the template still exists. If it has been removed, select a different template in your step settings.

What if my template references fields that don't exist on the candidate record?

Amplify Present handles missing fields based on how the template is built. In most cases, missing data is simply left blank in the generated document.